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Farther Finance Advisors’s Red Violet RDVT Stock Holding History

Farther Finance Advisors’s Portfolio RDVT Stock Details RDVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.32K Buy
146
+56
+62% +$2.65K ﹤0.01% 4465
2026
Q1 		$3.2K Sell
90
-4
-4% -$176 ﹤0.01% 4707
2025
Q4 		$5.35K Buy
+94
New +$5.1K ﹤0.01% 4273
2024
Q4 		– Sell
-61
Closed -$1.74K – 4120
2024
Q3 		$1.74K Hold
61
– – ﹤0.01% 3041
2024
Q2 		$1.55K Buy
+61
New +$1.23K ﹤0.01% 2896

Other funds holding RDVT

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Farther Finance Advisors's RDVT Position: Q2 2026 in Review

Farther Finance Advisors increased its Red Violet (RDVT) stake by 62% in Q2 2026, buying an estimated $2.65K and bringing the position to 146 shares worth $9.32K. The position accounts for ﹤0.01% of the portfolio, ranked #4465.

Farther Finance Advisors first reported a position in RDVT in Q2 2024 and has held it in 5 quarters since. 33 funds tracked by Wall St. Rank hold RDVT as of Q2 2026.

  • Farther Finance Advisors held 146 shares of Red Violet worth $9.32K as of Q2 2026.
  • Farther Finance Advisors bought 56 Red Violet shares in Q2 2026, an estimated $2.65K.
  • Red Violet made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4465 holding.
  • Farther Finance Advisors first reported a position in Red Violet in Q2 2024 and has held it in 5 quarters since.
  • 33 funds tracked by Wall St. Rank held Red Violet as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.